Plan5500

The Albert M. Higley Co., LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Albert M. Higley Co., LLC (EIN 27-0657807) is a plan sponsor located in Cleveland, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-0657807
Location
Cleveland, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.4MSummed across loaded plans$19,361,282
Total reported assets$19.4M$19,361,282
Total reported participants268
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.4M total assets
Net assets$19.4MLiabilities$0
Contributions & income
Employer contributions$384.2K
Participant contributions$1.1M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Albert M. Higley Company Employees Retirement Plan & Trust
Participants per plan134Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Albert M. Higley Company Employees Retirement Plan & Trust$19.4M
    Plan #001 · 168 participants · 2023
  2. 2
    The Albert M. Higley Co., LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 100 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Albert M. Higley Co., LLC
YearPlanParticipantsSchedulesFiling
2023The Albert M. Higley Co., LLC Health And Welfare Plan100—20240618043732NAL0005233986001
2023The Albert M. Higley Company Employees Retirement Plan & Trust168H, C20241003151910NAL0019966338001

Related Form 5500 pages